$TSLA

TSLA Moat And Car-Centric Earnings

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Solving The Money Problem구축 중26일 전
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"Tesla is continuing to win EV market share and force weaker competitors out—Panasonic tying its EV battery outlook to Tesla’s recovery plus Tesla growing share from 43% to 54% implies Tesla remains the only true scale player."

애널리스트 견해:Panasonic’s EV battery forecast for 2026 appears linked to Tesla’s demand recovery, and Tesla’s EV market share rose from 43% to 54% even as US EV sales declined. The core takeaway is that most rivals are losing money trying to scale, leaving Tesla as the only company producing at profitable, industrial volumes.

공개일 $422.24 · 05/15
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Everything Money구축 중30일 전
"TSLA is a bad stock at today’s price because over 90% of revenue still comes from selling cars, Tesla doesn’t have a strong moat versus competing EVs, and his discounted-cash-flow setup implies a negative ~8% discounted-cash-flow return per year over the next 10 years on middle assumptions."

애널리스트 견해:With over 90% of revenue from vehicle sales, limited moat versus competing EVs, and a discounted-cash-flow model pointing to roughly negative 8% annual returns on middle assumptions, TSLA looks fundamentally overpriced at current levels.

공개일 $445.00 · 05/11
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